Sc&H Financial Advisors, Inc. Top Holdings and 13F Report (2026)

About Sc&H Financial Advisors, Inc.

Investment Activity

Sc&H Financial Advisors, Inc. has $663.23 million in total holdings as of March 31, 2026.
Sc&H Financial Advisors, Inc. owns shares of 155 different stocks, but just 22 companies or ETFs make up 80% of its holdings.
Approximately 3.76% of the portfolio was purchased this quarter.
About 0.46% of the portfolio was sold this quarter.
This quarter, Sc&H Financial Advisors, Inc. has purchased 159 new stocks and bought additional shares in 77 stocks.
Sc&H Financial Advisors, Inc. sold shares of 28 stocks and completely divested from 6 stocks this quarter.

Largest Holdings

Dimensional U.S. Core Equity 2 ETF: $84,874,011
Avantis U.S. Equity ETF: $70,687,314
Dimensional US Core Equity Market ETF: $39,401,400
Dimensional International Core Equity Market ETF: $36,317,439
Dimensional International Core Equity 2 ETF: $34,243,808

Largest New Holdings this Quarter

91913Y100 - Valero Energy: $232,255 Holding
G54950103 - LINDE PLC: $219,147 Holding

Largest Purchases this Quarter

DIMENSIONAL ETF TRUST: 68,198 shares (about $3.46M)
Dimensional Short-Duration Fixed Income ETF: 58,714 shares (about $2.81M)
Vanguard Large-Cap ETF: 6,048 shares (about $1.81M)
DIMENSIONAL ETF TRUST: 19,629 shares (about $1.41M)
Dimensional US Core Equity Market ETF: 30,470 shares (about $1.37M)

Largest Sales this Quarter

iShares Core MSCI EAFE ETF: 2,791 shares (about $252.67K)
iShares Global REIT ETF: 5,135 shares (about $129.15K)
iShares Core S&P 500 ETF: 196 shares (about $128.03K)
Microsoft: 330 shares (about $122.15K)
WALMART INC: 945 shares (about $117.45K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
DFAC Dimensional U.S. Core Equity 2 ETF	$84,874,011	$421,631 â–²	0.5%	2,184,097	12.8%	ETF
AVUS Avantis U.S. Equity ETF	$70,687,314	$888,772 â–²	1.3%	635,792	10.7%	ETF
DFAU Dimensional US Core Equity Market ETF	$39,401,400	$1,374,806 â–²	3.6%	873,258	5.9%	ETF
DFAI Dimensional International Core Equity Market ETF	$36,317,439	$1,243,370 â–²	3.5%	932,172	5.5%	ETF
DFIC Dimensional International Core Equity 2 ETF	$34,243,808	$825,504 â–²	2.5%	963,800	5.2%	ETF
DFUS Dimensional U.S. Equity ETF	$32,204,845	$1,126,547 â–²	3.6%	454,165	4.9%	ETF
DIMENSIONAL ETF TRUST	$30,798,605	$3,458,319 â–²	12.6%	607,348	4.6%	ULTRASHORT FIXED
DIMENSIONAL ETF TRUST	$30,556,247	$1,414,859 â–²	4.9%	423,921	4.6%	US CORE EQUITY 1
AVDE Avantis International Equity ETF	$28,057,687	$94,597 â–¼	-0.3%	330,713	4.2%	ETF
AVEM Avantis Emerging Markets Equity ETF	$25,796,380	$201,369 â–²	0.8%	320,134	3.9%	ETF
DFSD Dimensional Short-Duration Fixed Income ETF	$23,182,834	$2,811,227 â–²	13.8%	484,186	3.5%	ETF
DFAE Dimensional Emerging Core Equity Market ETF	$14,263,977	$499,571 â–²	3.6%	421,263	2.2%	ETF
IVV iShares Core S&P 500 ETF	$10,548,892	$128,032 â–¼	-1.2%	16,149	1.6%	ETF
IEFA iShares Core MSCI EAFE ETF	$10,526,580	$252,670 â–¼	-2.3%	116,277	1.6%	ETF
AAPL Apple	$10,208,407	$63,193 â–¼	-0.6%	40,224	1.5%	Computer and Technology
VV Vanguard Large-Cap ETF	$9,830,468	$1,807,462 â–²	22.5%	32,894	1.5%	ETF
DFCF Dimensional Core Fixed Income ETF	$9,608,309	$1,260,521 â–²	15.1%	227,577	1.4%	ETF
DFEM Dimensional Emerging Markets Core Equity 2 ETF	$8,605,195	$264,031 â–²	3.2%	249,065	1.3%	ETF
DFAX Dimensional World ex U.S. Core Equity 2 ETF	$7,616,266	$1,222,307 â–²	19.1%	224,206	1.1%	ETF
MSFT Microsoft	$5,804,144	$122,154 â–¼	-2.1%	15,680	0.9%	Computer and Technology
DFAT Dimensional U.S. Targeted Value ETF	$4,658,237	$101,607 â–¼	-2.1%	74,591	0.7%	ETF
AVUV Avantis U.S. Small Cap Value ETF	$4,484,136	$54,131 â–¼	-1.2%	40,591	0.7%	ETF
VTI Vanguard Total Stock Market ETF	$4,196,434	$16,682 â–¼	-0.4%	13,081	0.6%	ETF
DFAS Dimensional U.S. Small Cap ETF	$4,090,490	$41,184 â–²	1.0%	57,507	0.6%	ETF
SPY SPDR S&P 500 ETF Trust	$4,024,336	$1,951 â–²	0.0%	6,188	0.6%	Finance
AVIG Avantis Core Fixed Income ETF	$3,629,155	$545,505 â–²	17.7%	87,365	0.5%	ETF
DIMENSIONAL ETF TRUST	$3,626,826	$469,982 â–²	14.9%	49,157	0.5%	WORLD EQUITY ETF
GOOGL Alphabet	$3,526,932	$103,522 â–²	3.0%	12,265	0.5%	Computer and Technology
AGG iShares Core U.S. Aggregate Bond ETF	$3,337,084	$472,628 â–²	16.5%	33,616	0.5%	Finance
ITOT iShares Core S&P Total U.S. Stock Market ETF	$3,085,661	$103,264 â–¼	-3.2%	21,664	0.5%	ETF
REET iShares Global REIT ETF	$2,757,597	$129,145 â–¼	-4.5%	109,646	0.4%	ETF
AVGE Avantis All Equity Markets ETF	$2,656,952	$219,256 â–²	9.0%	30,186	0.4%	ETF
COST Costco Wholesale	$2,654,474		0.0%	2,664	0.4%	Retail/Wholesale
BRK.B Berkshire Hathaway	$2,448,758	$1,188,438 â–²	94.3%	5,110	0.4%	Finance
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$2,386,872	$9,268 â–¼	-0.4%	28,844	0.4%	ETF
GOOG Alphabet	$2,303,858	$9,754 â–¼	-0.4%	8,031	0.3%	Computer and Technology
DFSV Dimensional US Small Cap Value ETF	$2,118,474	$209,538 â–²	11.0%	60,459	0.3%	ETF
VT Vanguard Total World Stock ETF	$2,105,466	$36,516 â–¼	-1.7%	15,222	0.3%	ETF
DFLV Dimensional US Large Cap Value ETF	$2,079,720	$501,334 â–²	31.8%	58,239	0.3%	ETF
JPM JPMorgan Chase & Co.	$2,057,943	$294 â–²	0.0%	6,996	0.3%	Finance
VIG Vanguard Dividend Appreciation ETF	$2,039,621	$1,075 â–²	0.1%	9,484	0.3%	ETF
LAM RESEARCH CORP	$2,016,371	$427 â–²	0.0%	9,437	0.3%	COM NEW
AVLV Avantis U.S. Large Cap Value ETF	$2,009,775	$478,261 â–²	31.2%	24,932	0.3%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$2,006,212	$3,487 â–¼	-0.2%	28,763	0.3%	ETF
V Visa	$2,005,824	$146,878 â–²	7.9%	6,637	0.3%	Business Services
DIHP Dimensional International High Profitability ETF	$1,949,336	$1,514 â–²	0.1%	60,501	0.3%	ETF
IWB iShares Russell 1000 ETF	$1,881,992	$713 â–²	0.0%	5,278	0.3%	ETF
BSV Vanguard Short-Term Bond ETF	$1,880,415	$7,919 â–²	0.4%	23,982	0.3%	ETF
DFGR Dimensional Global Real Estate ETF	$1,790,711	$54,489 â–²	3.1%	67,371	0.3%	ETF
NVDA NVIDIA	$1,757,500	$225,160 â–²	14.7%	10,077	0.3%	Computer and Technology
AVDV Avantis International Small Cap Value ETF	$1,736,615	$399 â–²	0.0%	17,390	0.3%	ETF
VBR Vanguard Small-Cap Value ETF	$1,729,671	$2,824 â–²	0.2%	7,962	0.3%	ETF
AMZN Amazon.com	$1,658,089	$292,004 â–²	21.4%	7,961	0.3%	Retail/Wholesale
VOE Vanguard Mid-Cap Value ETF	$1,646,743	$921 â–²	0.1%	8,936	0.2%	ETF
MA Mastercard	$1,355,430		0.0%	2,713	0.2%	Business Services
AVSF Avantis Short-Term Fixed Income ETF	$1,348,931	$435,713 â–²	47.7%	28,823	0.2%	ETF
VB Vanguard Small-Cap ETF	$1,276,482	$1,833 â–²	0.1%	4,874	0.2%	ETF
DES WisdomTree U.S. SmallCap Dividend Fund	$1,229,106	$17,107 â–¼	-1.4%	34,199	0.2%	Finance
AVRE Avantis Real Estate ETF	$1,188,236	$103,227 â–¼	-8.0%	26,993	0.2%	ETF
META Meta Platforms	$1,148,609	$3,432 â–²	0.3%	2,008	0.2%	Computer and Technology
VXUS Vanguard Total International Stock ETF	$1,132,520	$67,703 â–¼	-5.6%	14,687	0.2%	ETF
IXUS iShares Core MSCI Total International Stock ETF	$1,074,230	$606 â–²	0.1%	12,399	0.2%	Manufacturing
EFA iShares MSCI EAFE ETF	$1,049,712	$18,164 â–²	1.8%	10,807	0.2%	Finance
CINF Cincinnati Financial	$1,038,501		0.0%	6,600	0.2%	Finance
QQQ Invesco QQQ	$1,011,892	$34,057 â–²	3.5%	1,753	0.2%	Finance
VO Vanguard Mid-Cap ETF	$973,055		0.0%	3,388	0.1%	ETF
VOT Vanguard Mid-Cap Growth ETF	$965,274		0.0%	3,751	0.1%	ETF
SPLV Invesco S&P 500 Low Volatility ETF	$956,688	$48,858 â–¼	-4.9%	13,080	0.1%	ETF
IJH iShares Core S&P Mid-Cap ETF	$927,811	$810 â–²	0.1%	13,739	0.1%	ETF
VXF Vanguard Extended Market ETF	$877,771	$5,763 â–²	0.7%	4,265	0.1%	ETF
IJR iShares Core S&P Small-Cap ETF	$873,519	$497 â–¼	-0.1%	7,027	0.1%	ETF
AVGO Broadcom	$867,384		0.0%	2,802	0.1%	Computer and Technology
SDY SPDR S&P Dividend ETF	$860,974	$292 â–²	0.0%	5,900	0.1%	ETF
IWM iShares Russell 2000 ETF	$841,200	$6,696 â–¼	-0.8%	3,392	0.1%	Finance
CTAS Cintas	$780,840	$169 â–²	0.0%	4,617	0.1%	Business Services
VOO Vanguard S&P 500 ETF	$758,746	$17,326 â–²	2.3%	1,270	0.1%	ETF
MCD McDonald's	$718,675		0.0%	2,312	0.1%	Retail/Wholesale
BRK.A Berkshire Hathaway	$718,140		0.0%	1	0.1%	Finance
DUHP Dimensional US High Profitability ETF	$688,445	$23,416 â–¼	-3.3%	18,728	0.1%	ETF
PRF Invesco RAFI US 1000 ETF	$686,099	$998 â–²	0.1%	14,435	0.1%	ETF
PG Procter & Gamble	$675,313	$8,956 â–¼	-1.3%	4,675	0.1%	Consumer Staples
WALMART INC	$659,701	$117,449 â–¼	-15.1%	5,308	0.1%	COM
APH Amphenol	$659,547		0.0%	5,220	0.1%	Computer and Technology
UNH UnitedHealth Group	$654,025	$541 â–²	0.1%	2,417	0.1%	Medical
HD Home Depot	$627,326		0.0%	1,907	0.1%	Retail/Wholesale
PLD Prologis	$556,785		0.0%	4,212	0.1%	Finance
PAYX Paychex	$541,343	$6,908 â–²	1.3%	5,877	0.1%	Computer and Technology
DISV Dimensional International Small Cap Value ETF	$532,321		0.0%	13,497	0.1%	ETF
GLW Corning	$517,970	$2,720 â–²	0.5%	3,809	0.1%	Computer and Technology
LOW Lowe's Companies	$512,600	$82,952 â–¼	-13.9%	2,169	0.1%	Retail/Wholesale
TMO Thermo Fisher Scientific	$502,004		0.0%	1,021	0.1%	Medical
VDE Vanguard Energy ETF	$495,585	$692 â–²	0.1%	2,864	0.1%	ETF
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF	$492,387		0.0%	3,935	0.1%	ETF
VEA Vanguard FTSE Developed Markets ETF	$488,933	$384 â–²	0.1%	7,630	0.1%	ETF
MTB M&T Bank	$463,401		0.0%	2,242	0.1%	Finance
IWD iShares Russell 1000 Value ETF	$460,260	$1,282 â–²	0.3%	2,154	0.1%	ETF
AEP American Electric Power	$449,305	$1,573 â–²	0.4%	3,428	0.1%	Utilities
XEL Xcel Energy	$444,216		0.0%	5,592	0.1%	Utilities
JCI Johnson Controls International	$412,100	$1,440 â–²	0.4%	3,147	0.1%	Construction
VCSH Vanguard Short-Term Corporate Bond ETF	$407,765		0.0%	5,144	0.1%	ETF

Showing largest 100 holdings. View all holdings.

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Sc&H Financial Advisors, Inc. Top Holdings and 13F Report (2026)

About Sc&H Financial Advisors, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Sc&H Financial Advisors, Inc. Top Holdings and 13F Report (2026)

About Sc&H Financial Advisors, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofSc&H Financial Advisors, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools